Tag: Forms

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Launching Schedule Activity functionality in the SLX Web client

On a recent project, I worked on emulating functionality similar to what is found in the LAN client where a user is presented a dialog asking them to choose between different activity types then launching into the Schedule Activity functionality. I found this was fairly easy to duplicate in the web client, and in this post, I'll quickly go through the steps for creating that type of functionality.

Type/Subtype issue in SLX Web 7.5.1

Before I get back to Sage CRM topics, I wanted to mention an issue I bumped into an issue in a couple of SLX 7.5.1 databases. Account Type/Subtype combination are generally pretty easy to set up. You just need to create a picklist and name it using the "Code" value for an item in the Account Type Picklist. (For "Lead" for example, create a picklist named "Account Lead" for example). This works fine in most cases, ...

SageCRM Tip – Editing screen definitions – Screen contents missing from screens

On the last Sage CRM project I worked on, I ran across a little issue with the CRM interface which was causing me a bit of a headache. I was working with a couple of screens I had defined for a custom entity. These screens were similar, so I was doing a lot of comparing one screen to another. Every once and a while, I would notice that the screen contents would disappear from the screen I was reviewing, and I would end up having to rebuild the...

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